State Street SPDR S&P 600 Small Cap Value ETF
SLYV
56 hedge funds and large institutions have $58.7M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
14% more funds holding
Funds holding: 49 → 56 (+7)
0.38% less ownership
Funds ownership: 41.38% → 40.99% (-0.38%)
2% less capital invested
Capital invested by funds: $60.1M → $58.7M (-$1.42M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
|
+$2.24M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$1.89M |
| 3 |
AB
Atlas Brown
Louisville,
Kentucky
|
+$977K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$965K |
| 5 |
Morgan Stanley
New York
|
+$309K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.51M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.32M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$698K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$661K |
SLYV Hedge Fund Activity: Q3 2014 in Review
56 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2014, worth a combined $58.7M — down 2.4% from $60.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SLYV positions and 4 closed out — a net gain of 7 holders — while 23 added to existing stakes and 13 trimmed.
The largest buyer was WealthTrust-Arizona, adding an estimated $2.24M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $1.51M.
- 56 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2014, up from 49 in Q2 2014.
- Funds reported $58.7M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2014, down 2.4% quarter-over-quarter.
- 11 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2014 and 4 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2014 was WealthTrust-Arizona, an estimated $2.24M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2014 was B. Riley Wealth Advisors, an estimated $1.51M sold.
Based on aggregated 13F filings for Q3 2014.